CP
Investment Associate - Built World &Technology
full-time•San Francisco, Cody, New York•$100k - $115k
About this role
Position Summary:
Cerity Partners Ventures (CPV) is hiring Investment Associates for our Built World and Technology teams. Founded as Touchdown Ventures in 2014, CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations, working with leading brands like Kellogg, T-Mobile, BEHR, and more. With a team of 50+ investment professionals in Boston, Chicago, Los Angeles, New York, Philadelphia, and San Francisco, CPV manages more than 20 corporate venture capital funds.
As an Investment Associate, you will work on a dedicated fund team focused on AI, insurance technology, home services, construction technology, building products, and more as part of our larger Built World/Technology sector practices. Investment Associates source venture capital investment opportunities and help impact the innovation strategies at some of the world’s most successful corporations. The Associate role is an exciting and entrepreneurial opportunity to join a growing firm, providing potential for growth and advancement. We are building something special and are seeking candidates who share our vision and excitement.
This position will be based with our team in New York or San Francisco.
Primary Responsibilities
Identify potential start-up investments and source relationships with the company founders
Meet with entrepreneurs and evaluate their business plans and pitches
Track and report on deal flow generated by our team
Research industry sectors, trends, and market dynamics
Assist with due diligence
Required Qualifications:
Bachelor’s degree
1-3 years of relevant work experience
Skills and Competencies:
Detail-oriented and self starter who enjoys working in a collegial workplace
Critical thinking skills, including superior research and analytical ability
Positive and flexible attitude
Intellectual curiosity, strong problem-solving skills, and attention to detail
Excellent writing, presentation and verbal communication skills
Ability to build relationships with entrepreneurs, investors, and other stakeholders
Enthusiasm for venture capital, start-ups and entrepreneurship
Willingness to work in a start-up culture
Compensation Range:
$100,000-115,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
What you'll do
- Investment Associates will identify potential start-up investments and source relationships with company founders. They will also meet with entrepreneurs to evaluate their business plans and assist with due diligence.
About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
https://ceritypartners.com/award-disclosures
Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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Frequently Asked Questions
What does Cerity Partners pay for a Investment Associate - Built World &Technology?
Cerity Partners offers a competitive compensation package for the Investment Associate - Built World &Technology role. The salary range is USD 100k - 115k per year. Apply through Clera to learn more about the full compensation details.
What does a Investment Associate - Built World &Technology do at Cerity Partners?
As a Investment Associate - Built World &Technology at Cerity Partners, you will: investment Associates will identify potential start-up investments and source relationships with company founders. They will also meet with entrepreneurs to evaluate their business plans and assist with due diligence..
Is the Investment Associate - Built World &Technology position at Cerity Partners remote?
The Investment Associate - Built World &Technology position at Cerity Partners is based in San Francisco, United States and Cody, Wyoming, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Investment Associate - Built World &Technology position at Cerity Partners?
You can apply for the Investment Associate - Built World &Technology position at Cerity Partnersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.